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SHP Wealth Management’s Samsara IOT Stock Holding History

SHP Wealth Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42K Buy
45
+34
+309% +$1.04K ﹤0.01% 1375
2025
Q4 		$382 Buy
+11
New +$426 ﹤0.01% 1393

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's IOT Position: Q1 2026 in Review

SHP Wealth Management increased its Samsara (IOT) stake by 309% in Q1 2026, buying an estimated $1.04K and bringing the position to 45 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

SHP Wealth Management first reported a position in IOT in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • SHP Wealth Management held 45 shares of Samsara worth $1.42K as of Q1 2026.
  • SHP Wealth Management bought 34 Samsara shares in Q1 2026, an estimated $1.04K.
  • Samsara made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1375 holding.
  • SHP Wealth Management first reported a position in Samsara in Q4 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.